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WHITEPAPERS
Bond Rates
Roger Montgomery
October 24, 2016
Arguably the greatest risk to investors today is an underappreciation of how significant a change in bond interest rates will be on the market prices of every asset from shares, to property to collectible licence plates. Continue…
by Roger Montgomery Posted in Editor's Pick, Whitepapers.
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Why we continue to like Sirtex
Scott Shuttleworth
October 21, 2016
At the end of August we provided some brief comments on the FY16 results of Sirtex Medical Limited (ASX:SRX). At the time, we noted that SRX should be on the radar of every value investor. We continue to hold that view, and are happy to share our most recent thoughts on the variables we consider when evaluating the business.
Continue…by Scott Shuttleworth Posted in Companies.
TaggedSirtex Medical Limited (SRX)- 18 Comments
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POSTED IN Companies.TaggedSirtex Medical Limited (SRX)
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Buckle up Dorothy. Kansas is going bye-bye.
Roger Montgomery
October 20, 2016
The warnings of an impending financial crisis are starting to come in from all corners. So, maybe they’re worth listening to. If the warnings materialise, Australia looks to be lining up for something much worse than anyone is anticipating, and we may not escape quite as easily as we did during the GFC. Continue…
by Roger Montgomery Posted in Market commentary.
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Satyajit Das says it’s time to think about future generations
David Buckland
October 20, 2016
When Satyajit Das talks, it pays to listen. Das is a big thinker, and the author of six books including Traders, Guns & Money and Extreme Money, in which he covers subjects like global indebtedness, over-exploitation of scarce resources and climate change with incredible wisdom and expertise. Continue…
by David Buckland Posted in Market commentary.
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- POSTED IN Market commentary.
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IDP looks like being a Brexit beneficiary
Stuart Jackson
October 19, 2016
When Britain voted to leave the EU back on 23 June, it sent the British Pound (GBP) into a tailspin. It’s depreciated 18 per cent against the USD and AUD since the day before the vote. Brexit, and the weakened GBP, will have a material impact on the earnings and valuations of a number of ASX-listed companies doing business in the UK. But not all.
Continue…by Stuart Jackson Posted in Companies, Editor's Pick, Global markets.
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POSTED IN Companies, Editor's Pick, Global markets.TaggedBrexit, IDP Education
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MEDIA
Price takers versus price makers
Roger Montgomery
October 19, 2016
In this interview with Ross Greenwood, Roger discusses Santos, REA Group and Australian supermarkets.
by Roger Montgomery Posted in Radio.
TaggedREA Group (REA)- LISTEN
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POSTED IN Radio.TaggedREA Group (REA)
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Is Berkshire Hathaway a victim of its own success?
Tim Kelley
October 19, 2016
There is no debate about the long term investment success delivered by Berkshire Hathaway. Since 1965, compound growth in per-share book value of Berkshire has far outstripped growth delivered by an investment in the S&P500 Index, resulting in an exceptional long term investment experience for Berkshire’s owners. Continue…
by Tim Kelley Posted in Market commentary.
TaggedBerkshire Hathaway, buffett- 12 Comments
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POSTED IN Market commentary.TaggedBerkshire Hathaway, buffett
